Annis Gardner Whiting Capital Advisors’s Shell SHEL Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.67M	Buy	21,597 +381	+2%	+$32.9K	0.25%	64
2026 Q1	$1.97M	Buy	21,216 +35	+0.2%	+$2.83K	0.32%	50
2025 Q4	$1.56M	Buy	21,181 +234	+1%	+$17.2K	0.3%	58
2025 Q3	$1.5M	Sell	20,947 -184	-0.9%	-$13.2K	0.31%	56
2025 Q2	$1.49M	Buy	21,131 +184	+0.9%	+$12.3K	0.52%	35
2025 Q1	$1.53M	Hold	20,947	–	–	0.65%	30
2024 Q4	$1.31M	Hold	20,947	–	–	0.37%	53
2024 Q3	$1.38M	Sell	20,947 -68	-0.3%	-$4.82K	0.39%	46
2024 Q2	$1.52M	Buy	21,015 +20,947	+30,804%	+$1.5M	0.43%	41
2024 Q1	$4.56K	Sell	68 -75	-52%	-$4.81K	﹤0.01%	771
2023 Q4	$9.41K	Hold	143	–	–	﹤0.01%	483
2023 Q3	$9.21K	Buy	+143	New	+$8.9K	﹤0.01%	474

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's SHEL Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Shell (SHEL) stake by 1.8% in Q2 2026, buying an estimated $32.9K and bringing the position to 21,597 shares worth $1.67M. The position accounts for 0.25% of the portfolio, ranked #64.

Annis Gardner Whiting Capital Advisors first reported a position in SHEL in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.97M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 21,597 shares of Shell worth $1.67M as of Q2 2026.
Annis Gardner Whiting Capital Advisors bought 381 Shell shares in Q2 2026, an estimated $32.9K.
Shell made up 0.25% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #64 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Shell in Q3 2023 and has held it in 12 quarters since.
Annis Gardner Whiting Capital Advisors's Shell position peaked at $1.97M in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.